See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WITHUMSMITH+BROWN, PC3 years Filed as: BROWN ADVISORY Service code 99 · EIN 26-0680642 | Other Fees | $59,651 |
NEWPORT GROUP, INC.2 years Service code 49 · EIN 27-2037969 | Other Services | $19,944 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 49 PO BOX 1650 · ISSAQUAH, WA 98027 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,030 | $82,664+120.2% | $125,339+45.2% | $68,494+165.8% |
| Participation rate | 94.8% | 75.0%+19.8pp | 82.4%+12.4pp | 67.9%+26.9pp |
| Annual return | -17.83% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,232 | $3,381-63.5% | $4,814-74.4% | $2,596-52.5% |
| Participant deferral / active EE | $16,122 | $6,110+163.8% | $7,446+116.5% | $4,027+300.3% |
| Admin fee / account holder | $111 | $6,275-98.2% | $10,010-98.9% | $5,403-97.9% |